Position in BRO
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$570,978
-$1,292,965 QoQ
Shares Held
8,756
-62.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026MML INVESTORS SERVICES, LLC holds $38,266,954 across 6 Insurance Brokers names. BRO ranks #5 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
81,354 | $17,619,649 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
53,790 | $9,329,875 | |
| 3 | AON |
Aon plc
|
28,019 | $9,043,972 | |
| 4 | WTW |
Willis Towers Watson PLC
|
4,746 | $1,379,662 | |
| 5 | BRO |
Brown & Brown, Inc.
This page
|
8,756 | $570,978 | |
| 6 | CRD-A |
Crawford & Co
|
32,379 | $322,818 |
All Filings in BRO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $570,978 | 8,756 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $1,863,943 | 23,387 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,739,512 | 29,209 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,045,598 | 27,470 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,522,012 | 28,312 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $2,725,872 | 26,719 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,974,356 | 28,710 | Shares | Defined | 2024-11-15 | |
| 2024-06-30 | $2,545,770 | 28,473 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,600,406 | 18,282 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,277,348 | 17,963 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $792,474 | 11,347 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $598,494 | 8,694 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $497,257 | 8,660 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $459,235 | 8,061 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $494,907 | 8,183 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $820,960 | 14,072 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $745,392 | 10,314 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $346,902 | 4,936 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $244,423 | 4,408 | Shares | Defined | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||